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TWFG (TWFG) Institutional Ownership

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$24.26 -0.15 (-0.61%)
Closing price 04:00 PM Eastern
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$24.26 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$67.22M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$82.46M
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TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/5/2026Argent Capital Management LLC40,954$983K0.0%N/A0.076%
9/9/2026Integrated Wealth Concepts LLC2,975$72K0.0%N/A0.006%
8/26/2026Giverny Capital Inc.652,452$15.69M0.5%+18.2%1.207%
8/22/2026Blalock Williams LLC22,911$551K0.4%+14.9%0.042%
8/21/2026Symphony Financial Ltd. Co.39,089$942K0.1%+153.7%0.072%
8/6/2026Bank of New York Mellon Corp13,577$327K0.0%N/A0.025%
5/19/2026Bank of America Corp DE54,111$995K0.0%+26.7%0.100%
5/18/2026Royal Bank of Canada6,485$119K0.0%-9.7%0.012%
5/14/2026Renaissance Technologies LLC118,327$2.18M0.0%+201.9%0.211%
5/7/2026Dimensional Fund Advisors LP67,612$1.24M0.0%N/A0.120%
5/5/2026Bank of New York Mellon Corp14,691$270K0.0%+20.1%0.026%
4/18/2026Riverbridge Partners LLC549,614$10.11M0.2%-7.4%0.978%
2/19/2026T. Rowe Price Investment Management Inc.2,847,719$81.93M0.1%+0.9%5.067%
2/18/2026Susquehanna Portfolio Strategies LLC10,473$301K0.0%-38.3%0.019%
2/18/2026Susquehanna Fundamental Investments LLC11,724$337K0.0%N/A0.021%
2/18/2026Millennium Management LLC8,275$238K0.0%-63.7%0.015%
2/18/2026Balyasny Asset Management L.P.9,890$285K0.0%N/A0.018%
2/17/2026Schonfeld Strategic Advisors LLC26,848$772K0.0%+92.7%0.048%
2/17/2026Gillson Capital LP169,065$4.86M0.3%+14.6%0.301%
2/17/2026Price T Rowe Associates Inc. MD33,018$950K0.0%+5.8%0.059%
2/17/2026T. Rowe Price Investment Management Inc.386,622$11.12M0.0%-86.3%0.688%
2/17/2026Ghisallo Capital Management LLC50,000$1.44M0.1%-50.0%0.089%
2/17/2026Russell Investments Group Ltd.1,421$41K0.0%-72.5%0.003%
2/17/2026State of Wisconsin Investment Board25,641$738K0.0%+13.4%0.046%
2/17/2026ExodusPoint Capital Management LP20,959$603K0.0%-47.2%0.037%
2/17/2026Royal Bank of Canada7,178$207K0.0%+40.5%0.013%
2/17/2026Blair William & Co. IL19,896$572K0.0%-29.2%0.035%
2/16/2026Giverny Capital Inc.331,511$9.54M0.3%+10.4%0.590%
2/16/2026Dockside LLC15,987$460K0.1%N/A0.028%
2/16/2026Brasada Capital Management LP160,787$4.50M0.8%-5.1%0.286%
2/13/2026State Street Corp64,366$1.85M0.0%+6.2%0.115%
2/13/2026Dynamic Technology Lab Private Ltd16,252$468K0.1%N/A0.029%
2/13/2026Lord Abbett & CO. LLC255,764$7.36M0.0%+179.8%0.455%
2/13/2026Quadrant Capital Group LLC2,357$68K0.0%N/A0.004%
2/12/2026Renaissance Technologies LLC39,200$1.13M0.0%+8.0%0.070%
2/11/2026Capital International Investors958,490$27.58M0.0%+114.4%1.705%
2/10/2026TD Asset Management Inc67,704$1.95M0.0%+8.6%0.120%
2/10/2026Goldman Sachs Group Inc.53,303$1.53M0.0%-44.0%0.095%
2/10/2026Central Securities Corp475,000$13.67M1.1%+5.6%0.845%
2/9/2026Geode Capital Management LLC236,160$6.80M0.0%+7.5%0.420%
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2/2/2026Blalock Williams LLC11,942$344K0.3%+24.4%0.021%
2/2/2026Fifth Third Bancorp896$26K0.0%+102.7%0.002%
1/20/2026Ascent Group LLC102,402$2.95M0.1%+13.3%0.182%
1/13/2026Riverbridge Partners LLC593,744$17.08M0.3%+9.4%1.056%
11/17/2025Giverny Capital Inc.300,317$8.24M0.3%+68.9%0.536%
11/17/2025Woodline Partners LP58,003$1.59M0.0%N/A0.103%
11/17/2025Alyeska Investment Group L.P.215,778$5.92M0.0%+2.0%0.385%
11/17/2025Qube Research & Technologies Ltd52,693$1.45M0.0%-33.2%0.094%
11/17/2025Millennium Management LLC22,811$626K0.0%-80.0%0.041%
11/17/2025Bamco Inc. NY954,128$26.18M0.1%+5.8%1.701%
11/17/2025Bank of America Corp DE30,180$828K0.0%-40.4%0.054%
11/17/2025Boothbay Fund Management LLC20,000$549K0.0%-51.6%0.036%
11/17/2025Alliancebernstein L.P.1,137,987$31.23M0.0%-3.0%2.029%
11/14/2025Schonfeld Strategic Advisors LLC13,936$382K0.0%+7.5%0.025%
11/14/2025Raymond James Financial Inc.29,650$814K0.0%+5,830.0%0.053%
11/14/2025Two Sigma Investments LP139,192$3.82M0.0%+39.9%0.248%
11/13/2025Sei Investments Co.11,970$328K0.0%+28.6%0.021%
11/13/2025UBS Group AG46,172$1.27M0.0%+56.4%0.082%
11/13/2025Capital International Investors447,021$12.27M0.0%-13.3%0.797%
11/13/2025Russell Investments Group Ltd.5,168$142K0.0%N/A0.009%
11/13/2025Blair William & Co. IL28,082$771K0.0%-1.4%0.050%
11/12/2025Victory Capital Management Inc.351,478$9.65M0.0%+57.4%0.627%
11/12/2025Central Securities Corp450,000$12.35M1.0%N/A0.802%
11/10/2025TD Asset Management Inc62,362$1.71M0.0%+8.7%0.111%
11/7/2025Vanguard Group Inc.639,711$17.55M0.0%+3.2%1.141%
10/28/2025Blalock Williams LLC9,599$263K0.2%N/A0.017%
10/20/2025Ascent Group LLC90,402$2.48M0.1%+86.2%0.161%
10/14/2025Riverbridge Partners LLC542,661$14.89M0.3%+57.6%0.968%
8/19/2025State of Wyoming5,188$182K0.0%+42.0%0.009%
8/15/2025State of Tennessee Department of Treasury4,435$155K0.0%N/A0.008%
8/15/2025Man Group plc6,371$223K0.0%N/A0.011%
8/15/2025Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429%
8/15/2025BNP Paribas Financial Markets18,353$642K0.0%+145.2%0.033%
8/15/2025Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074%
8/15/2025Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137%
8/15/2025Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609%
8/15/2025Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090%
8/14/2025PDT Partners LLC14,057$492K0.0%-16.8%0.025%
8/14/2025Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096%
8/14/2025Jane Street Group LLC34,831$1.22M0.0%N/A0.062%
8/14/2025Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092%
8/14/2025Sei Investments Co.9,310$326K0.0%-29.2%0.017%
8/14/2025Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257%
8/13/2025Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229%
8/13/20251832 Asset Management L.P.15,063$527K0.0%-4.8%0.027%
8/13/2025Quantbot Technologies LP4,053$142K0.0%+52.5%0.007%
8/13/2025Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071%
8/13/2025Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143%
8/13/2025Giverny Capital Inc.177,848$6.23M0.2%N/A0.317%
8/12/2025XTX Topco Ltd14,899$521K0.0%N/A0.027%
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8/12/2025JPMorgan Chase & Co.6,903$242K0.0%-74.8%0.012%
8/8/2025Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271%
8/7/2025Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128%
8/1/2025Envestnet Asset Management Inc.9,762$342K0.0%N/A0.017%
7/28/2025TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102%
7/24/2025Blair William & Co. IL28,487$997K0.0%-9.1%0.051%
7/21/2025Ascent Group LLC48,547$1.70M0.1%+10.6%0.087%
7/15/2025Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614%
6/27/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%


TWFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($81.93M), FMR LLC ($34.94M), Alliancebernstein L.P. ($31.23M), Capital International Investors ($27.58M), Bamco Inc. NY ($26.18M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($17.55M).Learn more on TWFG's institutional investors.

Of the 83 institutional investors that purchased TWFG's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($957.97K), T. Rowe Price Investment Management Inc. ($876.90K), Capital International Investors ($718.44K), Riverbridge Partners LLC ($593.74K), Nuveen LLC ($501.49K), and Central Securities Corp ($475K).

Institutional investors have bought a total of 2,479,438 shares in the last 24 months. This purchase volume represents approximately $67.22M in transactions.

Of the 16 institutional investors that sold TWFG's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($2.43M), Millennium Management LLC ($105.80K), Capital International Investors ($68.39K), Ghisallo Capital Management LLC ($50K), Riverbridge Partners LLC ($44.13K), Goldman Sachs Group Inc. ($41.84K), and Alliancebernstein L.P. ($35.00K).

Institutional investors have sold a total of 2,894,365 shares in the last 24 months. This volume of shares sold represents approximately $82.46M in transactions.


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Institutional ownership data for NASDAQ:TWFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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